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Advisors on the Move: Merrill Grabs Team With $3.5B

2015-10-27 05:42:49| Apparel - Topix.net

Credit Suisse saw some of the biggest recruitment losses this month after two of its teams that managed a combined $4.5 billion in client assets left for UBS and Merrill Lynch. In the larger of those two moves, Merrill picked up three advisors who oversaw $3.5 billion.

Tags: with team move advisors

 

Advisors on the Move: Fired Merrill Advisor Who Once Managed $5B in AUM Joins Wells Fargo

2015-10-21 18:25:03| Apparel - Topix.net

Wells Fargo reported some of the largest advisor recruitments so far this month. The wirehouse nabbed a fired Merrill advisor that once managed $5 billion in client assets along with a handful of advisors with nearly $1 billion in combined AUM.

Tags: move managed wells advisor

 
 

Merrill Lynch must face class action for its role in Zale buyout

2015-10-02 00:26:36| Jewelry - Topix.net

Oct 1 Merrill Lynch must defend its role in the $690 million sale of the Zale Corp jewelry chain after a judge refused on Thursday to dismiss a shareholder class action that alleged the deal short-changed investors. The preliminary ruling by the Delaware Court of Chancery, a premiere venue for shareholder lawsuits, found Merrill Lynch could have aided the Zale board breach their duties to investors.

Tags: action class face role

 

Advisors on the Move: Fired Merrill Advisor Who Once Managed $5B in AUM Joins Wells Fargo

2015-09-28 16:07:46| Apparel - Topix.net

Wells Fargo reported some of the largest advisor recruitments so far this month. The wirehouse nabbed a fired Merrill advisor that once managed $5 billion in client assets along with a handful of advisors with nearly $1 billion in combined AUM.

Tags: move managed wells advisor

 

Waste Management dumps Voya for BofA Merrill Lynch as record keeper

2015-07-31 20:00:53| Waste Management - Topix.net

Waste Management Inc., Houston, hired Bank of America Merrill Lynch as record keeper of its newly merged 401 plan, said Gordon Blasius, vice president, compensation and benefits.

Tags: management record waste lynch

 

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